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Hui Wen Qin

NI Advisors

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About Hui Wen Qin

Hui Qin is a financial advisor with over 15 years of experience in the financial services industry. Hui is currently registered with NI Advisors and has been with the firm since 2018. Prior to joining NI Advisors, Hui worked for Farmers Financial Solutions, LLC. Hui is a Series 6 and Series 63 licensed representative, and holds the SIE designation. Hui specializes in providing financial planning services to individuals and high-net-worth clients. Hui is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

Firm Information

Hui Qin is currently registered with NI Advisors. NI Advisors is a registered investment advisor headquartered in California with a focus on financial planning, portfolio management for individuals, and selection of other advisors. They have been operating since 2005 and serve high-net-worth individuals and other individuals. They manage approximately $3.6 million in assets across 7 accounts.

$3.56M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Share fees with third party asset managers

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Hui Qin’s Registration & Firm History

CA

09/29/2022 - Present

NI Advisors (MILPITAS CA)

CA

05/02/2018 - 09/30/2020

NI ADVISORS (MILPITAS CA)

CA

11/02/2004 - 05/03/2017

FARMERS FINANCIAL SOLUTIONS, LLC (SAN LEANDRO CA)

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Licenses & Designations

BC

Issued 11/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Hui Wen Qin. Review regulatory record here.
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